source avatarWedekind Research

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Oracle sits at the heart of the entire (AI) infrastructure. Those who believed the company’s days were numbered have failed to analyze the relationships between enterprises. Both stocks and bonds are currently trading at significant discounts, as Mr. Market is hyper-focused on the debt burden. Forward P/E ~ 15 Earnings Yield ~ 5% Yet the company is a critical player—far too essential to simply be allowed to fail. Once Mr. Market no longer worries about the debt, his attention will shift to the massive revenue and profitability surge. Then, fear will rapidly turn into greed! Long $ORCL

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